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Jean Sullivan is head of wealth management at Celent, a global research and advisory firm focused on technology and business strategies in the financial services industry.

Northwestern Mutual's Planning & Progress Study reveals Americans with an advisor are much more confident about their financial futureS, yet only 37% work with one.

The company's earnings soared in the second quarter. Dan Arnold's team has more ideas in the works for further growth.

Anna N'Jie-Konte discusses how advisors can grow their business by offering customized services to student loan borrowers and their families.

Even though shareholders gave their proposals less support in 2023, adherents point out that they withdrew many of them after firms agreed to make changes.

As revenues fell for other companies, Raymond James' earnings reached new heights — including for its wealth management division.

From baseball cards to decoy ducks — how to protect your clients' alternative investments

Plus, portfolio construction upgrades from iCapital, an AI advisor platform from Savvy and two new leaders at eMoney.

Emily Dabney is an associate with Chamberlain Hrdlicka's Trusts & Estates Practice Group in Atlanta.

She assists clients in navigating the areas of estate planning, succession planning, tax planning, and corporate matters.

Stephen Heymann is a shareholder with Chamberlain Hrdlicka's Trusts & Estates Practice Group in Atlanta.

He focuses on helping business owners and high net worth families preserve their hard-earned wealth through sophisticated income and wealth transfer tax-planning strategies.